Colwyn Investments

Investment ManagementUtah, United States2-10 Employees

Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk-management.

A fundamental aspect to our approach is something we call, "The Endowment Model".  This proven strategy and approach is modeled after the largest endowment funds in the world.  The strategy utilizes a strong mix of asset backed alternatives that help balance the dynamics of the open market.

We are a fee only RIA that leverages the strength and depth of the Schwab platform to service our clients and provide them with some of the most robust capabilities in the industry.  Come talk with us - we'd be pleased to work with you...

Sign up for free to view info

Email Format Employee directory